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MI207: Intrinsic Value Analysis of Alphabet (Mini-Episode)
Millennial Investing - The Investor’s Podcast Network
How Does the Expected Return Change?
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As long as google is able to maintain their competitive position in their larger business units, and they capture the growth in the digital advertising space, i would expect us to receive a five to seven % return over the next ten years. Value stock beak also comes to the same conclusion, that he expects the stock to compound at ten % or more per year for long term investors. So unless we see a substantial pull back in the free cash floes, which i don't really expect we will, there seems to be a really good margin of safety built into Google's current valuation.
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